IFP Advisors’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,490
| Closed | -$26K | – | 3773 |
|
|
2018
Q4 | $26K | Hold |
3,490
| – | – | ﹤0.01% | 1965 |
|
|
2018
Q3 | $33K | Sell |
3,490
-817
| -19% | -$7.73K | ﹤0.01% | 2138 |
|
|
2018
Q2 | $41K | Sell |
4,307
-2,359
| -35% | -$22.5K | ﹤0.01% | 2025 |
|
|
2018
Q1 | $66K | Hold |
6,666
| – | – | ﹤0.01% | 1648 |
|
|
2017
Q4 | $66K | Buy |
6,666
+778
| +13% | +$7.7K | ﹤0.01% | 1647 |
|
|
2017
Q3 | $57K | Hold |
5,888
| – | – | ﹤0.01% | 1908 |
|
|
2017
Q2 | $56K | Buy |
5,888
+3,490
| +146% | +$33.2K | ﹤0.01% | 1881 |
|
|
2017
Q1 | $22K | Hold |
2,398
| – | – | ﹤0.01% | 2430 |
|
|
2016
Q4 | $20K | Sell |
2,398
-1,678
| -41% | -$14K | ﹤0.01% | 2469 |
|
|
2016
Q3 | $36K | Buy |
4,076
+43
| +1% | +$380 | ﹤0.01% | 2007 |
|
|
2016
Q2 | $35K | Buy |
+4,033
| New | +$35K | ﹤0.01% | 1976 |
|
|
2016
Q1 | – | Sell |
-1,547
| Closed | -$15K | – | 3806 |
|
|
2015
Q4 | $15K | Buy |
+1,547
| New | +$15K | ﹤0.01% | 2342 |
|